Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings as of Sept. 30, 2020

Portfolio Holdings for Riverpoint Wealth Management Holdings

Riverpoint Wealth Management Holdings holds 76 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 17.3 $48M 701k 68.05
Vanguard Index Fds Mid Cap Etf (VO) 11.4 $31M 178k 176.26
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.3 $26M 625k 40.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.6 $24M 754k 31.40
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 5.4 $15M 447k 33.05
Ishares Tr Core S&p500 Etf (IVV) 5.3 $15M 43k 336.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $12M 39k 307.66
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.5 $6.8M 243k 28.15
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $6.7M 36k 185.31
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.4 $6.7M 287k 23.50
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.4 $6.7M 64k 105.47
Vanguard Index Fds Large Cap Etf (VV) 2.4 $6.6M 42k 156.43
Vanguard Index Fds Growth Etf (VUG) 2.2 $5.9M 26k 227.60
Accenture Plc Ireland Shs Class A (ACN) 2.1 $5.8M 26k 225.98
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $4.7M 20k 231.06
Flexshares Tr Qualt Divd Idx (QDF) 1.2 $3.4M 77k 44.65
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $3.3M 108k 30.20
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $2.6M 21k 128.66
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $2.6M 37k 70.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.4M 56k 43.24
Ishares Tr Rus 1000 Etf (IWB) 0.8 $2.3M 12k 187.18
Apple (AAPL) 0.7 $2.0M 18k 115.83
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.7 $1.8M 54k 33.74
Ishares Tr Msci Intl Multft (INTF) 0.6 $1.7M 69k 24.31
Microsoft Corporation (MSFT) 0.5 $1.5M 7.2k 210.34
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $1.5M 10k 147.38
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.5 $1.4M 43k 34.02
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.5 $1.4M 17k 83.97
Flexshares Tr M Star Dev Mkt (TLTD) 0.5 $1.4M 25k 55.95
Amazon (AMZN) 0.5 $1.3M 412.00 3148.06
Ishares Tr Mbs Etf (MBB) 0.5 $1.3M 12k 110.43
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.5 $1.2M 20k 61.89
Select Sector Spdr Tr Technology (XLK) 0.4 $1.2M 10k 116.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.2M 15k 80.61
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.2M 7.6k 153.86
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.4 $1.1M 12k 91.30
Ishares Tr Russell 2000 Etf (IWM) 0.3 $949k 6.3k 149.80
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.3 $918k 28k 32.80
Ishares U S Etf Tr Sht Mat Mun Etf (MEAR) 0.3 $765k 15k 50.22
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $701k 16k 43.77
Ishares Tr National Mun Etf (MUB) 0.2 $653k 5.6k 115.99
Ventas (VTR) 0.2 $641k 15k 41.97
Ishares Tr Us Home Cons Etf (ITB) 0.2 $633k 11k 56.66
Abbvie (ABBV) 0.2 $630k 7.2k 87.65
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $611k 2.0k 311.26
Johnson & Johnson (JNJ) 0.2 $573k 3.8k 148.91
Equity Residential Sh Ben Int (EQR) 0.2 $530k 10k 51.31
Home Depot (HD) 0.2 $518k 1.9k 277.45
Pfizer (PFE) 0.2 $493k 13k 36.71
Udr (UDR) 0.2 $484k 15k 32.58
Procter & Gamble Company (PG) 0.2 $476k 3.4k 138.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $475k 2.2k 213.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $464k 9.2k 50.43
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $450k 3.6k 125.52
Ishares Gold Trust Ishares 0.2 $450k 25k 18.00
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $425k 7.1k 59.89
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $419k 1.4k 299.29
Ishares Tr Msci India Etf (INDA) 0.1 $410k 12k 33.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $381k 1.8k 216.97
Goldman Sachs (GS) 0.1 $371k 1.8k 200.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $341k 5.3k 64.12
Oracle Corporation (ORCL) 0.1 $324k 5.4k 59.65
Willis Towers Watson SHS (WTW) 0.1 $321k 1.5k 208.85
JPMorgan Chase & Co. (JPM) 0.1 $319k 3.3k 96.17
Ishares Core Msci Emkt (IEMG) 0.1 $309k 5.8k 52.86
Mastercard Incorporated Cl A (MA) 0.1 $284k 839.00 338.50
Ishares Tr Core Msci Euro (IEUR) 0.1 $279k 6.2k 44.70
Cisco Systems (CSCO) 0.1 $278k 7.1k 39.42
Disney Walt Com Disney (DIS) 0.1 $272k 2.2k 124.14
Stryker Corporation (SYK) 0.1 $270k 1.3k 208.49
Kraft Heinz (KHC) 0.1 $253k 8.4k 29.97
Alphabet Cap Stk Cl A (GOOGL) 0.1 $240k 164.00 1463.41
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $238k 3.0k 78.83
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $219k 4.7k 46.72
Deere & Company (DE) 0.1 $217k 980.00 221.43
CVS Caremark Corporation (CVS) 0.1 $202k 3.5k 58.47